MILTON AND BEATRICE WIND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND BEATRICE WIND FOUNDATION (EIN 20-8997756)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-09-15
- IRS object ID
- 201732589349100618
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-15T13:59:41-05:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ross Anglim Angelini & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 Mountain Blvd | AddressLine1Txt |
| City | Watchung | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208997756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON & BEATRICE WIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E Lynn SCHNEIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2017-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 54.172.10.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-11 | IPDt |
| IP Tm | 13:46:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,846,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,312 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,235 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $24,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $111,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,318 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $20,094 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $39,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $40,442 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,258,927 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,283,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,779,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $876,338 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $835,084 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $844,659 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $80,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,033 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,347,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,336,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,846,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,347,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,336,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,347,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,336,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,347,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,336,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,347,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,336,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,336,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY-S/T | P | 2016-05-01 | 2017-04-30 | $91,851 | $86,706 | $5,145 | $5,145 |
| MORGAN STANLEY SMITH BARNEY-L/T | P | 2016-04-30 | 2017-04-30 | $481,299 | $383,132 | $98,167 | $98,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $148,578 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,796,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,944,481 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,827 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,769,431 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057711 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,578,052 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,499,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052204 | DistributionYr5Rt |
| Total Distribution | 0.264514 | TotalDistributionRt |
| Average Distribution | 0.052903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,778,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,001 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,168 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,732 | OverpaymentAmt |
| Applied To ES Tax | $1,732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | E LYNN SCHNEIDER | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E LYNN SCHNEIDER | ||||||||
| 480 2ND STREET | BROOKLYN | NY | 112152503 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSANNAH VINING | ||||||||
| 23 LOVERS LN | GUILFORD | CT | 06437 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,676,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,820,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,820,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,778,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,436 | TotalTaxAmt |
| Distributable Before Adj | $137,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,876 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,386 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $25,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,498 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,469 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,386 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,021 | ExcessFromYear3Amt |
| Excess From Year2 | $15,345 | ExcessFromYear2Amt |
| Excess From Year1 | $9,903 | ExcessFromYear1Amt |
| Excess From Current Year | $16,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E LYNN SCHNEIDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112152503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9085611600 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 501 (C) (3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT THE WORK OF EMERGING ARTISTS AND INNOVATIVE MODERN MASTERS | $1,500 |
| BROOKLYN ART SONG SOCIETY | |||||||
| 60 E 8TH ST APT 30 E | NEW YORK | NY | 10003 | NONE | 501 C(3) | TO HELP THE VAST REPERTOIRE OF POETRY SET TO MUSIC THROUGH A COLLECTIVE OF SINGERS & PIANISTS WHO SHARE A LOVE | $4,000 |
| BROOKLYN-QUEENS CONSERVATORY OF MUSIC | |||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | TO HELP SUPPORT music instruction, music therapy, and community concerts throughout Brooklyn, Queens, and Manhattan | $17,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501 C(3) | TO HELP PROVIDE INDEPENDENT MEDICAL HUMANITARIAN EMERGENCY AID TO PEOPLE AFFECTED BY ARMED CONFLICT, EPIDEMICS, MALNUTRITION, NATURAL DISASTERS, AND EXCLUSION FROM HEALTH CARE | $15,000 |
| equal justice initiative | |||||||
| 122 commerce street | montgomery | AL | 36104 | none | 501 C(3) | challenges poverty and racial injustice, advocates for equal treatment in the criminal justice system | $3,000 |
| FRIENDS OF Burkina FASO | |||||||
| PO BOX 395 | CHESTER | CA | 96020 | NONE | 501 C(3) | TO PROVIDE FUNDING AND ASSISTANCE TO SUPPORT PROJECTS IN BURKINA FASO | $30,162 |
| GIVE KIDS THE WORLD | |||||||
| 210 SBASS RD | KISSIMMEE | FL | 34746 | NONE | 501 C(3) | TO HELP FULFILL WISHES OF ALL CHILDREN WITH LIFE-THREATENING ILLNESSES AND THEIR FAMILIES | $2,000 |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 C(3) | TO HELP PROTECT WILDLIFE AND WILD PLACES TO ENSURE A HEALTH ENVIRONMENT FOR ALL LIFE ON EARTH | $5,000 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | NONE | 501 C(3) | TO HELP PROVIDE MATERNAL AND EARLY CHILDHOOD HEALTH PROGRAMS TO FAMILIES MOST IN NEED | $5,000 |
| THE HUNGER PROJECT | |||||||
| 5 UNION SQUARE WEST | NEW YORK | NY | 10003 | NONE | 501 C(3) | TO HELP ORGANIZE THE NECESSARY LEADERSHIP, TRAINING, AND EDUCATION FOR ENDING WORLD HUNGER | $15,000 |
| WNYC RADIO NY PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 100161550 | NONE | 501 C(3) | TO AID IN ITS MISSION "TO make the mind more curious, the heart more tolerant and the spirit more joyful through excellent radio programming." | $3,800 |
| WOMEN AGAINST ABUSE | |||||||
| 100 SOUTH BROAD ST SUITE 1341 | PHILADELPHIA | PA | 19110 | NONE | 501 C(3) | TO PROVIDE ASSISTANCE TO VICTIMS OF DOMESTIC ABUSE | $5,000 |
| WORDS WITHOUT BORDERS | |||||||
| PO BOX 1658 | NEW YORK | NY | 10276 | NONE | 501 C(3) | TO HELP PROMOTE CULTURAL UNDERSTANDING THROUGH THE TRANSLATION, PUBLICATION AND PROMOTION OF THE FINEST CONTEMPORARY INTERNATIONAL LITERATURE | $6,000 |
| WORLDWIDE FISTULA FUND | |||||||
| PO BOX 27879 | ST LOUIS | MO | 631461379 | NONE | 501 C(3) | TO HELP PROVIDE EXCEPTIONAL HEALTH CARE SERVICES FOR WOMEN SUFFERING FROM AND AT RISK OF OBSTETRIC FISTULA | $10,000 |
| YALE NEW HAVEN CHILDREN'S HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 C(3) | TO HELP PROVIDE COMPREHENSIVE INPATIENT, OUTPATIENT, EMERGENCY, PRIMARY AND PREVENTIVE SERVICES FOR CHILDREN | $20,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 222093199 | NONE | 501 C(3) | TO PURSUE ENVIRONMENTAL PRESERVAION AND ECONOMIC DEVELOPMENT | $5,000 |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS RD | OLD LYME | CT | 06371 | NONE | 501 C(3) | PROGRAMS ARE DESIGNED TO BENEFIT INDIVIDUALS WITH A WIDER VARIETY OF DISABILITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,962 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,428 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,235 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $835,084 | EOYBookValueAmt |
| EOYFMV | $844,659 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,283,894 | EOYBookValueAmt |
| EOYFMV | $1,779,320 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,986 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $40,442 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,698 | BookValueAmt |
| EOYFMV | $29,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $23,628 | $23,628 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
| ADVERTISING FEE | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $495 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $495 | AdjustedNetIncomeAmt |
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